Mission Wealth Management, LP Dimensional ETF Tr Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 27,595 shares of DFAX stock, worth $883,315. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,595
Previous 21,948 25.73%
Holding current value
$883,315
Previous $644,000 34.32%
% of portfolio
0.02%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$29.25 - $31.56 $165,174 - $178,219
5,647 Added 25.73%
27,595 $865,000
Q2 2025

Aug 05, 2025
BUY
$23.37 - $29.39 $118,369 - $148,860
5,065 Added 30.0%
21,948 $644,000
Q3 2024

Oct 31, 2024
SELL
$24.29 - $27.25 $1,700 - $1,907
-70 Reduced 0.41%
16,883 $456,000
Q2 2024

Aug 02, 2024
SELL
$24.57 - $26.36 $20,638 - $22,142
-840 Reduced 4.72%
16,953 $430,000
Q1 2024

Apr 30, 2024
BUY
$23.42 - $25.45 $19,672 - $21,378
840 Added 4.95%
17,793 $452,000
Q3 2023

Oct 23, 2023
BUY
$22.41 - $24.35 $7,529 - $8,181
336 Added 2.02%
16,953 $381,000
Q2 2023

Aug 04, 2023
SELL
$22.56 - $24.03 $42,164 - $44,912
-1,869 Reduced 10.11%
16,617 $387,000
Q1 2023

Apr 07, 2023
SELL
$21.74 - $23.72 $17,392 - $18,976
-800 Reduced 4.15%
18,486 $426,000
Q4 2022

Feb 02, 2023
SELL
$18.81 - $22.36 $198,106 - $235,495
-10,532 Reduced 35.32%
19,286 $416,000
Q3 2022

Oct 12, 2022
BUY
$18.89 - $22.64 $7,121 - $8,535
377 Added 1.28%
29,818 $563,000
Q2 2022

Jul 27, 2022
SELL
$21.22 - $25.37 $1,251 - $1,496
-59 Reduced 0.2%
29,441 $631,000
Q1 2022

Apr 25, 2022
SELL
$23.26 - $26.72 $3,395 - $3,901
-146 Reduced 0.49%
29,500 $736,000
Q4 2021

Feb 11, 2022
BUY
$25.17 - $26.82 $746,189 - $795,105
29,646 New
29,646 $774,000

Others Institutions Holding DFAX

# of Institutions
667
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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